Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 25 Oct 2021)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Oct 2021)
- CF1 Director (AR) (1 Aug 2015 to 15 Oct 2021)
- CF4 Partner (AR) (16 Mar 2015 to 1 Aug 2015)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.